Civic Intelligence

Trinity Partners, L.L.C.

Plan context: Trinity Partners, L.L.C. 401K Profit Sharing Plan

EIN 56-2064890 • Charlotte, NC • 39 filings • 5 plans

440 South Church St., Suite 800Charlotte, NC 28202
Current Snapshot

Latest Year

2025

2025 Participants

175

2025 Assets

$14,551,599

2025 Contributions

$1,749,897

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$14,551,599$7,275,800$0199920122024YearValue
$14,551,599Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2131070199920122025YearValue
175Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20251175$0$0-
Trinity Partners LLC Group Employee Benefits Plan-175---
20242213$14,551,599$1,749,897$8,215iApproximate average salary by contribution assumption: employee only about $205,387 at 4% or $136,925 at 6%; with 50% employer match about $136,925 at 4% or $91,283 at 6%; with 100% employer match about $102,693 at 4% or $68,462 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-213$14,551,599$1,749,897$8,215iApproximate average salary by contribution assumption: employee only about $205,387 at 4% or $136,925 at 6%; with 50% employer match about $136,925 at 4% or $91,283 at 6%; with 100% employer match about $102,693 at 4% or $68,462 at 6%.
Trinity Partners LLC Group Employee Benefits Plan-181---
20232165$14,062,349$1,350,943$8,188iApproximate average salary by contribution assumption: employee only about $204,688 at 4% or $136,459 at 6%; with 50% employer match about $136,459 at 4% or $90,973 at 6%; with 100% employer match about $102,344 at 4% or $68,229 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-165$14,062,349$1,350,943$8,188iApproximate average salary by contribution assumption: employee only about $204,688 at 4% or $136,459 at 6%; with 50% employer match about $136,459 at 4% or $90,973 at 6%; with 100% employer match about $102,344 at 4% or $68,229 at 6%.
Trinity Partners LLC Group Employee Benefits Plan-122---
20222175$12,918,753$1,465,629$8,375iApproximate average salary by contribution assumption: employee only about $209,376 at 4% or $139,584 at 6%; with 50% employer match about $139,584 at 4% or $93,056 at 6%; with 100% employer match about $104,688 at 4% or $69,792 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-141$12,918,753$1,465,629$10,395iApproximate average salary by contribution assumption: employee only about $259,863 at 4% or $173,242 at 6%; with 50% employer match about $173,242 at 4% or $115,495 at 6%; with 100% employer match about $129,932 at 4% or $86,621 at 6%.
Trinity Partners LLC Group Employee Benefits Plan-175---
20212174$14,129,552$1,429,978$8,218iApproximate average salary by contribution assumption: employee only about $205,457 at 4% or $136,971 at 6%; with 50% employer match about $136,971 at 4% or $91,314 at 6%; with 100% employer match about $102,728 at 4% or $68,486 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-125$14,129,552$1,429,978$11,440iApproximate average salary by contribution assumption: employee only about $285,996 at 4% or $190,664 at 6%; with 50% employer match about $190,664 at 4% or $127,109 at 6%; with 100% employer match about $142,998 at 4% or $95,332 at 6%.
Trinity Partners LLC Group Employee Benefits Plan-174---
20202151$12,006,117$1,249,819$8,277iApproximate average salary by contribution assumption: employee only about $206,924 at 4% or $137,949 at 6%; with 50% employer match about $137,949 at 4% or $91,966 at 6%; with 100% employer match about $103,462 at 4% or $68,975 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-131$12,006,117$1,249,819$9,541iApproximate average salary by contribution assumption: employee only about $238,515 at 4% or $159,010 at 6%; with 50% employer match about $159,010 at 4% or $106,007 at 6%; with 100% employer match about $119,258 at 4% or $79,505 at 6%.
Trinity Partners LLC Group Employee Benefits Plan-151---
20192153$9,499,736$1,104,900$7,222iApproximate average salary by contribution assumption: employee only about $180,539 at 4% or $120,359 at 6%; with 50% employer match about $120,359 at 4% or $80,240 at 6%; with 100% employer match about $90,270 at 4% or $60,180 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-126$9,499,736$1,104,900$8,769iApproximate average salary by contribution assumption: employee only about $219,226 at 4% or $146,151 at 6%; with 50% employer match about $146,151 at 4% or $97,434 at 6%; with 100% employer match about $109,613 at 4% or $73,075 at 6%.
Trinity Partners LLC Group Employee Benefits Plan-153---
20183143$7,481,680$1,116,653$7,809iApproximate average salary by contribution assumption: employee only about $195,219 at 4% or $130,146 at 6%; with 50% employer match about $130,146 at 4% or $86,764 at 6%; with 100% employer match about $97,610 at 4% or $65,073 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-120$7,481,680$1,116,653$9,305iApproximate average salary by contribution assumption: employee only about $232,636 at 4% or $155,091 at 6%; with 50% employer match about $155,091 at 4% or $103,394 at 6%; with 100% employer match about $116,318 at 4% or $77,545 at 6%.
Trinity Partners LLC Group Employee Benefits Plan-143---
Trinity Partners LLC Principal Plan-0---
20173148$7,396,178$914,405$6,178iApproximate average salary by contribution assumption: employee only about $154,460 at 4% or $102,974 at 6%; with 50% employer match about $102,974 at 4% or $68,649 at 6%; with 100% employer match about $77,230 at 4% or $51,487 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-111$7,396,178$914,405$8,238iApproximate average salary by contribution assumption: employee only about $205,947 at 4% or $137,298 at 6%; with 50% employer match about $137,298 at 4% or $91,532 at 6%; with 100% employer match about $102,974 at 4% or $68,649 at 6%.
Trinity Partners LLC Principal Plan-148---
Trinity Partners LLC Medical Plan-0---
20163125$5,320,840$669,897$5,359iApproximate average salary by contribution assumption: employee only about $133,979 at 4% or $89,320 at 6%; with 50% employer match about $89,320 at 4% or $59,546 at 6%; with 100% employer match about $66,990 at 4% or $44,660 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-99$5,320,840$669,897$6,767iApproximate average salary by contribution assumption: employee only about $169,166 at 4% or $112,777 at 6%; with 50% employer match about $112,777 at 4% or $75,185 at 6%; with 100% employer match about $84,583 at 4% or $56,389 at 6%.
Trinity Partners LLC Principal Plan-125---
Trinity Partners LLC Medical Plan-119---
2015174$4,627,684$561,033$7,582iApproximate average salary by contribution assumption: employee only about $189,538 at 4% or $126,359 at 6%; with 50% employer match about $126,359 at 4% or $84,239 at 6%; with 100% employer match about $94,769 at 4% or $63,179 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-74$4,627,684$561,033$7,582iApproximate average salary by contribution assumption: employee only about $189,538 at 4% or $126,359 at 6%; with 50% employer match about $126,359 at 4% or $84,239 at 6%; with 100% employer match about $94,769 at 4% or $63,179 at 6%.
2014171$4,037,328$545,513$7,683iApproximate average salary by contribution assumption: employee only about $192,082 at 4% or $128,055 at 6%; with 50% employer match about $128,055 at 4% or $85,370 at 6%; with 100% employer match about $96,041 at 4% or $64,027 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-71$4,037,328$545,513$7,683iApproximate average salary by contribution assumption: employee only about $192,082 at 4% or $128,055 at 6%; with 50% employer match about $128,055 at 4% or $85,370 at 6%; with 100% employer match about $96,041 at 4% or $64,027 at 6%.
2013168$4,055,821$632,013$9,294iApproximate average salary by contribution assumption: employee only about $232,358 at 4% or $154,905 at 6%; with 50% employer match about $154,905 at 4% or $103,270 at 6%; with 100% employer match about $116,179 at 4% or $77,453 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-68$4,055,821$632,013$9,294iApproximate average salary by contribution assumption: employee only about $232,358 at 4% or $154,905 at 6%; with 50% employer match about $154,905 at 4% or $103,270 at 6%; with 100% employer match about $116,179 at 4% or $77,453 at 6%.
2012142$2,663,327$305,682$7,278iApproximate average salary by contribution assumption: employee only about $181,954 at 4% or $121,302 at 6%; with 50% employer match about $121,302 at 4% or $80,868 at 6%; with 100% employer match about $90,977 at 4% or $60,651 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-42$2,663,327$305,682$7,278iApproximate average salary by contribution assumption: employee only about $181,954 at 4% or $121,302 at 6%; with 50% employer match about $121,302 at 4% or $80,868 at 6%; with 100% employer match about $90,977 at 4% or $60,651 at 6%.
2011135$2,169,485$280,740$8,021iApproximate average salary by contribution assumption: employee only about $200,529 at 4% or $133,686 at 6%; with 50% employer match about $133,686 at 4% or $89,124 at 6%; with 100% employer match about $100,264 at 4% or $66,843 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-35$2,169,485$280,740$8,021iApproximate average salary by contribution assumption: employee only about $200,529 at 4% or $133,686 at 6%; with 50% employer match about $133,686 at 4% or $89,124 at 6%; with 100% employer match about $100,264 at 4% or $66,843 at 6%.
2010129$1,979,631$272,113$9,383iApproximate average salary by contribution assumption: employee only about $234,580 at 4% or $156,387 at 6%; with 50% employer match about $156,387 at 4% or $104,258 at 6%; with 100% employer match about $117,290 at 4% or $78,193 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-29$1,979,631$272,113$9,383iApproximate average salary by contribution assumption: employee only about $234,580 at 4% or $156,387 at 6%; with 50% employer match about $156,387 at 4% or $104,258 at 6%; with 100% employer match about $117,290 at 4% or $78,193 at 6%.
2009127$1,533,199$267,010$9,889iApproximate average salary by contribution assumption: employee only about $247,231 at 4% or $164,821 at 6%; with 50% employer match about $164,821 at 4% or $109,881 at 6%; with 100% employer match about $123,616 at 4% or $82,410 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-27$1,533,199$267,010$9,889iApproximate average salary by contribution assumption: employee only about $247,231 at 4% or $164,821 at 6%; with 50% employer match about $164,821 at 4% or $109,881 at 6%; with 100% employer match about $123,616 at 4% or $82,410 at 6%.
2008124$1,119,184$261,980$10,916iApproximate average salary by contribution assumption: employee only about $272,896 at 4% or $181,931 at 6%; with 50% employer match about $181,931 at 4% or $121,287 at 6%; with 100% employer match about $136,448 at 4% or $90,965 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-24$1,119,184$261,980$10,916iApproximate average salary by contribution assumption: employee only about $272,896 at 4% or $181,931 at 6%; with 50% employer match about $181,931 at 4% or $121,287 at 6%; with 100% employer match about $136,448 at 4% or $90,965 at 6%.
2007127$1,502,888$273,318$10,123iApproximate average salary by contribution assumption: employee only about $253,072 at 4% or $168,715 at 6%; with 50% employer match about $168,715 at 4% or $112,477 at 6%; with 100% employer match about $126,536 at 4% or $84,357 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-27$1,502,888$273,318$10,123iApproximate average salary by contribution assumption: employee only about $253,072 at 4% or $168,715 at 6%; with 50% employer match about $168,715 at 4% or $112,477 at 6%; with 100% employer match about $126,536 at 4% or $84,357 at 6%.
2006127$1,132,536$226,519$8,390iApproximate average salary by contribution assumption: employee only about $209,740 at 4% or $139,827 at 6%; with 50% employer match about $139,827 at 4% or $93,218 at 6%; with 100% employer match about $104,870 at 4% or $69,913 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-27$1,132,536$226,519$8,390iApproximate average salary by contribution assumption: employee only about $209,740 at 4% or $139,827 at 6%; with 50% employer match about $139,827 at 4% or $93,218 at 6%; with 100% employer match about $104,870 at 4% or $69,913 at 6%.
2005123$859,579$196,639$8,550iApproximate average salary by contribution assumption: employee only about $213,738 at 4% or $142,492 at 6%; with 50% employer match about $142,492 at 4% or $94,995 at 6%; with 100% employer match about $106,869 at 4% or $71,246 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-23$859,579$196,639$8,550iApproximate average salary by contribution assumption: employee only about $213,738 at 4% or $142,492 at 6%; with 50% employer match about $142,492 at 4% or $94,995 at 6%; with 100% employer match about $106,869 at 4% or $71,246 at 6%.
2004122$596,308$158,123$7,187iApproximate average salary by contribution assumption: employee only about $179,685 at 4% or $119,790 at 6%; with 50% employer match about $119,790 at 4% or $79,860 at 6%; with 100% employer match about $89,843 at 4% or $59,895 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-22$596,308$158,123$7,187iApproximate average salary by contribution assumption: employee only about $179,685 at 4% or $119,790 at 6%; with 50% employer match about $119,790 at 4% or $79,860 at 6%; with 100% employer match about $89,843 at 4% or $59,895 at 6%.
200319$379,712$94,540$10,504iApproximate average salary by contribution assumption: employee only about $262,611 at 4% or $175,074 at 6%; with 50% employer match about $175,074 at 4% or $116,716 at 6%; with 100% employer match about $131,306 at 4% or $87,537 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-9$379,712$94,540$10,504iApproximate average salary by contribution assumption: employee only about $262,611 at 4% or $175,074 at 6%; with 50% employer match about $175,074 at 4% or $116,716 at 6%; with 100% employer match about $131,306 at 4% or $87,537 at 6%.
200217$227,977$91,566$13,081iApproximate average salary by contribution assumption: employee only about $327,021 at 4% or $218,014 at 6%; with 50% employer match about $218,014 at 4% or $145,343 at 6%; with 100% employer match about $163,511 at 4% or $109,007 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-7$227,977$91,566$13,081iApproximate average salary by contribution assumption: employee only about $327,021 at 4% or $218,014 at 6%; with 50% employer match about $218,014 at 4% or $145,343 at 6%; with 100% employer match about $163,511 at 4% or $109,007 at 6%.
200116$174,884$58,968$9,828iApproximate average salary by contribution assumption: employee only about $245,700 at 4% or $163,800 at 6%; with 50% employer match about $163,800 at 4% or $109,200 at 6%; with 100% employer match about $122,850 at 4% or $81,900 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-6$174,884$58,968$9,828iApproximate average salary by contribution assumption: employee only about $245,700 at 4% or $163,800 at 6%; with 50% employer match about $163,800 at 4% or $109,200 at 6%; with 100% employer match about $122,850 at 4% or $81,900 at 6%.
200015$148,640$63,091$12,618iApproximate average salary by contribution assumption: employee only about $315,455 at 4% or $210,303 at 6%; with 50% employer match about $210,303 at 4% or $140,202 at 6%; with 100% employer match about $157,728 at 4% or $105,152 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-5$148,640$63,091$12,618iApproximate average salary by contribution assumption: employee only about $315,455 at 4% or $210,303 at 6%; with 50% employer match about $210,303 at 4% or $140,202 at 6%; with 100% employer match about $157,728 at 4% or $105,152 at 6%.
199915$98,772$98,772$19,754iApproximate average salary by contribution assumption: employee only about $493,860 at 4% or $329,240 at 6%; with 50% employer match about $329,240 at 4% or $219,493 at 6%; with 100% employer match about $246,930 at 4% or $164,620 at 6%.
Trinity Partners, L.L.C. 401K Profit Sharing Plan-5$98,772$98,772$19,754iApproximate average salary by contribution assumption: employee only about $493,860 at 4% or $329,240 at 6%; with 50% employer match about $329,240 at 4% or $219,493 at 6%; with 100% employer match about $246,930 at 4% or $164,620 at 6%.